steven d merryday financial disclosure report for 2009

8/3/2019 Steven D Merryday Financial Disclosure Report for 2009

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A o 1 0 I FI N A N C IA L D I SC LOS U R E R EPOR T R e m r t R e q u i r e d b y the Ethicsin Government Act o f 19781/2010 I FOR CALENDAR YEAR 2009 0 u,g.c, app. IO1-I11)

Me,day, Steven D. Middle Dis~ of Flod~ 05/14 /2010

4. Ti~ (~icle IH judges indicate aetiv~ or ~ior s ~ s ; 5~. ~po~ Type (chock ~pmpr i~e ~) 6. R~o~lng Pe~magis~mjudges indi~te ~11- or p~- t~) ~ Nomi~tio~ D a~ 0 1 / 0 1 G ~ 9U . S . D i s~ c t Ju d g e ( A c d v ) ~ ]~fial ~ ~I 1 2 1 3 1 / 2 0 0 9

5b. ~ A~nded7. Ch~be~ or Off ice Addres~ 8. On tht bal l of the Information ~n~ In thh R epo~ and anym~lfletflo~ pe~tlnlng thereto, It h, In my opinion, In omplltn~e

80 1 N. Flo~da Argue ~th applletble Itw~ andT a m p ~ F L 3 3 6 0 2

Reviewing Officer D a t e _

I M P O R T A N T N O T E S : The instructions accompanying thi~ form must be followed. Complete all parts ,checking the NON E box for each part where you have no reportable informa6om Sign on lastpag~

I . P O S I T I O N S . c S , ~ o n i . g i ~ , ~ .~ o . ( v ; = . o ~ . ~ - t ~ ofJiling ht, tr~,ction~)N O N E ~ o reportable position.)

POSI~ON ~E OF ORGANIZA~ON~NTI~1 .2.

4. C . , " > : ~5.

~~ ....

~ NONE ~o reportable agreements.)~ PARSES A~ ~S

1 .


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Iame of Person Report ing Date of ReportF I N A ~ C I A L p a g e 2 o f 1 0 D I S C L O S U R E R E P O R T [ Me rryday, Steven D, 05/14/2010I II . N O ] ~ - IN V E S T M E N T I N C O M E . ~e.e~,~.~ t , . i~ .ua ~d ~e o,~; ~e ~ ~ V -24 of ~#~ ,~ . , . t. , ,~ , .~ .~A. Filers Non-Investment Income

NONE (No reportable non-investment income.)~ S O U R C E A N D T Y P E I N C O M E( y o u r s , n o t s p o u s e s )

I .2 .

3 .

4 .

B . S p o u s e s N o n - I n v e s tm e n t I n c o m e - lf yo, were tnarried during any portion of the reposing year, c omplete this sectio~( Dol l ar or n oun t n o t r eq u ir ed ex c ep t f or h on o r ar ia . )~-] NONE (No reportable non-investment income.)

D A T E S O U R C E A N D T Y P E1 , 2 0 0 9 S c h o o l D i s t r ic t o f H i l l s b o r o u g h C o u n t y , F l o r id a - - S a la r y

2.3.4.

IV . R E IM BU R S E M E N T S -( Inc lud e a tho se to spo ~e a nd d e pe nd e nt ch i ld re n ," ~e e pp , 2J-27 o f f i l ing t~c t io ns . )

N O N E ~ o repor tab le re imburseme nts .)~ ~ L O C A T I O N ~ I T E M S P A I D O R P R O D D E D

1 .2.3.4.5.


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FIN~C~Page 3 of 10 DISCLOSU~ ~PORT ] M er~ d a y , S tev en D . 0 5 / 1 4 / 2 0 1 0

~ N O N E ~ o r ~ p o r m b & g ~ s .)

1 .2.3.4.5.

~ NONE ~o reportab& liabilitiesOC~DITOR D E S C R I P T I O N VAL~ CODE

1 .2.3.4.5.


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F I N A N C IA L D I SC L O S U R E R E P O R T N a . e o tV e . o n ~ e p o rU n gPage 4 o f 10 M e . da y , S te v e n D . 0 5 1 1 4 / 2 0 1 0

~ NO~ ~o r~ortable income, ~sets, or ~a~actions.)A~ ~ B. C. D.

D~ip~on ofA~ ~ l~me d~g Gr ~ s value a t ~ d T~fions~-~ ~ (2 ) -~--~ (2) (1 ) (2) (3) ~ (5 )Place "(X)" after each ~t [Amo~t ] ~ (g., Value [ VaI~ T~ (e.g., Date Val~ [ Gain [ l d e n ~ i w o f

e x e mpt f lo ra prio r d is c lo s ~ ] C~ 1 ] die., ~ Code 2 [ Me$~ buy, sel l , ~ m~d~ C~e 2 [ C~ I [ b u ye r/ s e , l~~ (A-") or int.) (J-P) / C~e3 redempti~)

1. I~ (Capi~! S~es of Ame~ (1) A D i v i d e n d O T~e~ls Follow)2. Powenha~es (~QQ) Ho~ L T Bu y 03~3/09

3. N o ~ Sold 0 3 ~ 5 / 0 9 K4. N o n e B u y ~1/09 L5~ N o n e S o l d 0~3/09 K A6. None B u y 07/15/09 L~ . " N ~ e S o l d 09/01/09 L C8. N ~ e ~y 11/09/09 L9~ S~ T~t (S~) None B u y 03~3/09 L1 0 . None B~ ~9/09 LI 1 . N ~ e ~ld 05/0t/09 M D1 2 . N o ~ B u y 05/18/09 L1 3 . None Sold " 05~1/09~ L A1 4 . None B u y 06/01/09 L1 5 . N o n e S o l d 0 7 / 0 7 / ~ K A1 6 . N o n e S o l d 07/08/09 K A17. " g~e~ch ~I~ None B u y ~ / 1 6 / 0 9 K

1. Income Gain Codes: A = $ ! , 0 0 0 o r l e s s B = $ 1 , 0 0 1 - $ 2 , 5 0 0 C = $ . 2 , 5 0 | - $ 5 , 0 0 0 D = $ . 5 , 0 0 1 - $ t 5 , 0 0 0 . E = $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0(See Columrat B! and D4) F ~ $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 O ~ $ 1 0 0 ~ 00 1 . $ 1 , 0 0 0 , 0 0 0 HI =$ 1,OO0,00l - $5 ,000,~0 H 2 ~ M o r ~ t h a n $ 5 .0 0 0 , 0 0 02. V a h C o d ~ J ~ - $ 1 5 , 0 0 0 o r l e n a K = $ 1 5 , ~ 0 ! . $ 5 0 , 0 0 0 L ~ $ 5 0 , 0 0 1 - $ i 0 0 , 0 0 0 M = $ 1 0 0 , 0 0 1 - $ 2 5 0 , 0 0 0( S C ol u m n~ C 1 a ~ d D 3) N ~ $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O ~ $ 5 0 0 , 0 0 1 - $ 1 , 0 0 0 . 0 0 0 P I = $ 1 , 0 G O , 0 0 1 . $ 5 , 0 0 0 , 0 0 0 P 2 ~ $5 , 0 0 0 , 0 0 1 - $ 2 5 , 0 0 0 , 0 0 ~P3 =$25,000,00! * $50,~0,000 P4 =More than $50,~0,1~0; 3. Value M etho d Co des Q fA ppraisal R = C o ~ t ( R e a l E . s t a t O n l y ) S -Ass~smcnt T - : C a s h M a r k e t(See C2 ) IJ =Book Va!ue W = E s t i m a t e do lu m n V


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FINANCIAL DISCL OSURE RE PORT ~ , ~ , o f V e ~ o , t e p o . t l n gPage 5 o f 10 Merryday, Steven D. 05/14/2010

V I I . ~ E S T ~ N T S a n d T R U S T S - ~,o~. ,t,,. ~,~, a~.~ ,s~, of .,~. ~ dependent ~ildren; see ~MO~ ~o reportable income, ~sets, or wansactions.)

A. B. C~ D.D~fion of A~ 1~o~ d~ng G ~ s s v ~ u ~ ~ ~ n d T~s~s d~ing ~ing

e x e m p t ~ o m p ~ o r d i ~ lo s ~ Code 1 [ ~v., ~n~ [ C~2 [ Me~ buy, sel l , m~ C~e 2 J C~1. (A-H) ~ or inL) [ U- P ) C~3 ~e~tion) ( J -P) ~ ( A - H ) (ifpdwt

1 8. None S o l d 05/6/~ K C

~9 . N o n e Bu y 0 5 1 1 8 / 0 9 K2 0 . N o n e S o l d 5/21/~ K A21. M~te~ard (~) N o n e Buy 0~17/09

22. Non S o l d ~/30/09 K D

2 3 , N o n e B u y 07/30/09 L2 4 . None S o l d 0 7 / 3 0 / 0 9 L A2 5 . Energy Spdr (XLE) N o n e Bu y 0 4 / 2 4 / 0 9 K2 6. N o n e S o l d 0 5 t l 4 / 0 9 K B2 7 , Spdr Metals (XME) N o n e B u y 04/24/09 K2 8 . N o n e S o l d 05/14/09 K A29. Cnooc (CEO) N o n e Bu y 0 5 / 0 4 / 0 9 K3 0 . N o n e S o l d 0 5 / 0 7 / 0 9 K A31 . 1-Shares (IYF) N o n e Buy 0 5 / 0 4 / 0 9 L32 . None S o l d 05/I3/09 L A

" ~3 . None Bu y 0 6 / 0 4 / 0 9 K3 4 . N o n e S o l d 06/17/09 K A

1. Income Gain Codes: A -$1,000 or less B =$1,001. $2,500 I. Value Me~ C~es Q = A p p ~ s al R ~t (R~I Es~te ~ly) S =~ment T ~ a s h M ~ k c t(See Column C2) U - B ~k V a l u e V


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Page 6 of I 0 M e r r yd a y , S te v e n D . 05/14/2010

V I I . IN V E S T M E N T S a n d T R U S T S - ~ o . , ~ , ~ . t ~ , ,, ~ . ,~ o , ~ ( 1 ~ t ~ , ~ ~ o , , o / ~ , ~ ~ . ~ ~ ~ # ~ , ~ ~ , p ~ ~ o o f f ~ ~ :~ . ~~ ~ONE ~o reportable income, assets, or transaction.)i A. B. C. D.De~pflon of~ l~me dung Gr~s value at e~ T~ctlons ~g re~ing pefi~. (inc~ng ~t ~s) ~ng ~iod of ~aing p~

Pl~e "(X)" a~ ~h ~set A~t ~e (e.g., V a l u e ~ V a l u e T~ (e.g., Dat~ Valu~ ~ ~ia ~ Identi~ ofe~pt ~m ~or msclosu~ C~e 1 div., ~nk C~e 2 Meth~ buy, s~ll, ~ C~2 [ C~elI buyer/sell~

35 , Sp~ Gold (GLD) None Bu y 0 5 /1 ~ 0 9 L36. N o n e Sold 07!08/09 L A

37 . None B u y 09/02/09 K

38, N o n e B u y 09/08/09 K( a d d l )1 3 9 . N o n e B u y 10/06/09 K( a d d l )

40 . N o n e S o l d 10/28/09 L AI ( p r o )

1 , None S o l d 1 2 1 2 2 / 0 9 K A42 . A m a z o n ( A M Z N ) No ne Buy 05/18/09 K43 . None Bu y 05/19/09 K( a d d l )44 , None Sold 0 5 1 2 1 / 0 9 L A45 . None B u y 06/01/09 L46. None S o l d 1 0 6 1 1 7 1 0 9 L A47 . None Bu y 09/16/09 K48 . None S o l d i 1 0 / 2 1 1 0 9 K C49. M a r k e t G o l d ( G D X ) No ne Buy 05/19/09 K5 0 . None S o l d 06/03/09 K A51 . None Bu y 09/02/09 K


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F IN A N C IA L D IS C L O S U R E R E P O R T z ~ , , , . e o | , l . e , . , o , , ~ e l , . . J . ~P a g e 7 o f 1 0 Merryday, Steven D.

]0 5 1 1 4 / 2 0 1 0

N O ~ ~ o re~rtable income, assets, or ~sactions.)Description of As~ ln~ du~ng G~ss val~ at e~ T~s~fions d~ng re~ing

P l a ~ " ( X ) " a f t e r e a c h ~ s e t Amoum ] T~e (e,g., V a l u e I v~n~i T~ (e.g. , Date Value Gain Iden5~ ofexempt ~m prier ~selos~e Code 1 } div., ren~ ~ C~e 2 Meth~ t b u y , s e l l [ m~dd~ C~e 2 C~e t buyertsell~(A-H) [ or ~t.) ~ O - P ) CMe 3 ~de~tion) (J-P) I (A-H) (if private~ ~ ~ ~ (O-~ ~ [ ~ion)

52 . None S o l d 10/01/09 K53 , Oil Hl~s (0i~ None B~ 05/27t09 L~$ . None Bu y 0 5 ~ 8 / 0 9 K

5 5 . None S o ld 06/03/09 L A5 6 , Ch~a Mobile (C~) N o n e B u y 0~01 /09 K5 7 . None S o l d 06/22/09 K A5 8 . E o g R es o u r ces ( E O G ) None B u y 0 6 1 1 1 / 0 9 ! K5 9 , None S o ld 0 6 1 1 6 / 0 9 K A6 0 . Spdr Oil (XOP) N o n e B u y 06/11/09 K6 1 . None S o l d 06/16/09 K A6 2 . Ultra Pe tro leum (UP L) None Bu y 061!1/0 K6 3 . None S o ld 06/16/09 K A

! 64.Visa (V) N o n e B u y 06/04/09! K:65. None Sold 06/12/09 K A

~ 6 . I-shares China (FXl) N o n e B u y 07 /15/09 K6 7 . None Sold 09/01/09: K A68 . Apple-(AAPL) N o n e B u y 07/30/09 L

I . I n c o m e G a i n C o d ~ : A ~$ t .0 0 0 o r less B = $ 1 .0 0 1 - $2,500 C = $ 2 , 5 0 1 - $ 5 , 0 0 0 D =$5 .001 - $ I 5 .000 E = $ 1 5 , 0 0 1 - $ 5 0 , 0 0 0( g ~ e C o l u m n s BI and D4 ) F = $ 5 0 , 0 0 1 - $ 1 0 0 , 0 0 0 G *$100 ,0(11 - $1 ,0~O,000 H I ~$ 1 ,0 0 0, 00 1 - $ 5 ,0 ~O ,0 0 0 H 2 = M or e th an $5 .0 0 0, 00 02 , Val t te Codes J ~$15,000 o ]e~s K = $ 1 5 ,0 0 1 - $ 5 0 .0 0 ~ L = $ 5 0 ,0 0 1 - $ 1 0 0 ,0 0 0 M = ~ 1 0 0 . 0 0 1 - $ 2 5 0 , 0 0 0( S e e C o l u m n s C I a n d D 3 ) N = $ 2 5 0 , 0 0 1 - $ 5 0 0 , 0 0 0 O =$ 51 ~,0 01 - $ 1,0 00 ,0 00 P l ~$ 1~ 00 0.0 01 - $ 5,0 00 ,0 00 P 2 ~ $5 .0 00 ,0 01 - $ 25 ,0 00 ,0 00P 3 = $ 2 5 . 0 0 0 . 0 0 1 - $ 5 0 , 0 0 0 , 0 0 0 P 4 = M o r e t ha n $ 5 0 , 0 0 0 , 0 0 03 . V a l u e M e t h o d C o d e s Q = A p p r a i s al R -:Cost (Real F.s la te Only) S - A s s e s s m e n t T --Cash Markel(See" Colum n C2) U = B o o k V a l u e V = O t h e r W ~Ez.t[mated


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F I N A F ~ C I A L p a ge [ ~ o f 1 0 D I S C L O S U R E R E P O R T ] r~e~yaay, steH,n D. 0 5 / ~ 4 / 2 0 1 0

VII. 11~ VESTMEN TS and TR U STS - ~ . ,o=, , ~ .~ . ~ .~ ,~ a~ d~, a .o , , o~-m~,~ ~ ~t ,~ , : ,~ p~ ~ ,~o oy~ ~ , ,~o~.~~ ~0~ ~o r~ortable income, ~sets, or tr~sactio~.)

~ A. B. C. D,~ D~pfioa of ~ Income d~ing G~ss valu~ at ~d I T~saetions d~ng ~a~g pe6~

Pla~(X)"~h~ ~o~t[ ~(g., V~ue ] Value [ T~(e.g., D~ V~ue [ Gain~ Id~tiwof

~ (A-H) i or int , ) (J-P)I C~e 3 ~ ~mpti~) (J -P) ] (A-H) (ifp~vat* ~ (~w)~ ~ ~6 9 . None S o l d 08/17/09 L A 7 0 , None B u y 10~1 /09 L

71 . None S o l d 10/30/09 L A

72 . I-Shares R~ell (~) None B u y 07~0 /09 L7 3 . N o n e S o l d 09 t01 /~ L A7 4 . IB~ (~M) None B u y 09 /1~09 L

:75. None S o l d 1011~09 L A

[ 7 6 . Wells F~go (~C) Non~ B ~ y 0 9 / 1 ~ 0 9 K77 . None S o l d 10/01/09 K A78 ~ S&P Mid~p (~Y) None L T B u y 11/09/09 L79. -"~p~ Renal ~o~ (2) No~ M S

"80 . Waehov ia (MMmket A~ ) B I n t e r e s t K T

P 3 = $ 2 5 , 0 0 0 , 0 0 1 - $ 5 0 , 0 0 0 , 0 0 0 P 4 =More than $ 5 0 , 0 0 0 , 0 0 0


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F IN A I~ C IA L D ISC L O S U R E R E P O R T N ~ . , e o f r e t u r n Reporting Date of ReportP~tge 90t~ 1 0 M er r y d ay , S t e reo D , 05114/2010

VIH. ADDITIONAL INFORMATION OR EXPLANATIONS. (r~a,~ , te~ ,o . o :R.~r~:

(1) Same IRA as in ear l ier years ; custodian is Capital Secur ities .(2) Assessed value is $162,609, Market value is somewhat more. In years prior to 1996, this real stat~ was not held for rental; it is my former home on a lakefront. I have owned it since 1982. I rented it for the first time in 1996 and ceased renting in August, 1997; hence it appears on the form, The property is uraentedan d f o r s a l e .


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Page 10 of 10 Merryday, Steven D. 0 5 / 1 4 / 2 0 1 0IX. CERTIFICATION.

I cer t i fy that ~I Informat ion ~v eu above ( including informat ion per taining to my spo use and mino r or dependent chi ldren , i f any) I saccurate, t rue, and complete to the best of my knowledge and belief , and that any informat ion not repor ted was wi thheld because I t met appUcable statotoryprovisions permi t t ing non-disclosure.I fur ther cer t i fy that earned income from outside employment and honorar ia and the acceptance of g i f t s which have been repor ted are incompliance with the provis ions of 5 U.S.C, app, $01 eL seq . , $ U,S.C. 7353, and Judicial Conference regulations .

N O T E : A N Y I N D I V I D U A L W H O K N O V I N GL Y A N D W I L F U L L Y F A L S I F I E S O R F A I L S T O F I L E T H I S R E P O R T M A Y B E S U B JE C T T O C I V I LA N D C R I I V I I N A L S A N C T I O N S ( 5 U . S .C . a p p . 1 0 4 )

F I L I N G I N S T R U C T I O N SMail signed original and 3 additional copies to:

Committee on Financial DisclosureAdministratiw Office of the United States CourtsS u i t e 2 - 3 0 1One Columbus Circle, N.E.Washington, D.C. 20544

steven d merryday financial disclosure report for 2009

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